Gain unprecedented visibility into your business across sales, services delivery, and finance with Professional Services Automation software. Keep projects on time, employees engaged, customers happy, and reports up to date with a single source of certainty.
With Certinia Professional Services Automation software, you can easily manage teams across your entire organization. Schedule the right people, with the right skills, for the right projects at the right time, and optimize the deployment of your people.
Perfect the sales-services handoff
Certinia Professional Services Automation software helps sales and services teams work together through shared views of the opportunity pipeline, automated opportunity to project creation, and trustworthy revenue and resource forecasts based on a complete picture of your business.
Deliver deep visibility and collaboration
Powerful and collaborative, Certinia Professional Services Automation software keeps projects on task, budgets in line, and all stakeholders informed. See what’s happening across your entire service practice, including project status, resource demand, customer interactions, risks, and more.
Get a full view of project financial health
Access comprehensive project-related financials anytime with Professional Services Automation software – including revenue, bookings, backlog, billing, budgets, and rate realization – and quickly make adjustments as needed without driving up administrative costs.
Time & expenses
Submit time and expenses anytime, anywhere
Highly configurable and intuitive, Certinia Professional Services Automation software makes it easy for services teams to complete a variety of tasks and submit time and expenses from any device.
Full lifecycle services forecasting
Utilize Professional Services Automation software to get flexible revenue and billings forecasting across both projects and opportunities with configurable reporting and business rules.
We run our entire business on Salesforce and the Certinia PSA system. We run a global operating model with consistent offerings and capabilities that span the world. As we’ve grown, so has the complexity of our business, and we continue to innovate together so that we can leverage the insights on our business and really drive value for our customers at scale.
Lori Steele, EVP, Global Professional Services, Salesforce
It is important for us as a growing business to have Certinia. There are plenty of applications we’ve outgrown but Certinia continues to be the backbone of our services.
Thom O’Connor, VP of Services, Elastic
Splunk was able to make a swift transition to remote delivery and re-engineer in real-time amidst the global COVID-19 crisis. While the shift required some short-term heavy lifting, we were quickly up and running smoothly in the new normal. This would not have been possible without the flexibility that Certinia and Salesforce provided.
Toni Pavlovich, Chief Customer Officer, Splunk
With Certinia, we will be taken to a next level as we start to move from what I would call “action and insight” to “action and outcome,” which really means that we’re going to drive action orientation to place with our customers at the point of service. PSA Analytics powered by Salesforce Einstein will help us get to this next level of artificial intelligence. This really changes the game of how we engage with our customers.
Adam Jones, Strategist, HPE Pointnext Services Delivery
We live and breathe Certinia PSA – it’s an extension of our brain. It allows us to be smart and continuously know and report on our projects.
Tammy Godin, Director, North America Professional Services, Imprivata
Native to Salesforce
One platform, one truth
Certinia gives you a complete, customer-centric view of your business on the world’s #1 cloud platform from Salesforce. With a single customer account record, you get a trusted source of truth to help you streamline your operations and put your customers at the center of everything you do.